Verifying registration and authorisations
Every financial adviser shown for Kirrawee, New South Wales is sourced from the ASIC Financial Advisers Register, the only authoritative source of licensed advisers in Australia. Each entry includes the adviser's registration number, primary qualifications, the products they're authorised to advise on (superannuation, life insurance, securities, derivatives), and the licensee they operate under. Advisers must meet professional standards set by ASIC and complete the FASEA exam. Registration status changes can be verified at any time through MoneySmart's professional registers tool. Tax (financial) advice authorisation, granted separately by the Tax Practitioners Board, is shown where applicable — only advisers cleared by the TPB can charge for tax-related strategies. Listing on this directory is not an endorsement; it reflects what the public ASIC register shows on the date of last refresh.
📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2002 (24 years)Registration #000222915Postcode2232
Bachelor of Business (Accounting & Finance)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Financial Services (Finance/Mortgage broking)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2002 (24 years)Registration #000222915Postcode2232
Bachelor of Business (Accounting & Finance)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Financial Services (Finance/Mortgage broking)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1 Village Pl, Kirrawee NSW 2232
ExperienceSince 2005 (21 years)Registration #000312603Postcode2232
Bachelor of Commerce (Applied Financial Planning)Certified Financial Planner (CFP)RG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2010 (16 years)Registration #001006325Postcode2232
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Cavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2010 (16 years)Registration #001006325Postcode2232
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Cavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 11/18-34 Station St, Sandringham VIC 3192
ExperienceSince 2012 (14 years)Registration #000420296Postcode2232
Diploma of Financial Services (Financial Planning)DFP5v3 Tax for Financial AdvisingTASACLv1 Commercial LawGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1 Village Pl, Kirrawee NSW 2232
ExperienceSince 2015 (11 years)Registration #001007829Postcode2232
Certified Financial PlannerGraduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2017 (9 years)Registration #001253593Postcode2232
Bachelor of Commerce (Financial Planning)Accredited Aged Care ProfessionalAccredited Listed Product Adviser ProgramFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2017 (9 years)Registration #001253593Postcode2232
Bachelor of Commerce (Financial Planning)Accredited Aged Care ProfessionalAccredited Listed Product Adviser ProgramFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1 Village Pl, Kirrawee NSW 2232
ExperienceSince 2018 (8 years)Registration #000448924Postcode2232
Master of Commerce (Financial Planning)Master of Commerce (Financial Planning)Certified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2022 (4 years)Registration #001295972Postcode2232
Master of Applied FinanceFPC008 Investment AdviceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
ExperienceSince 2022 (4 years)Registration #001295972Postcode2232
Master of Applied FinanceFPC008 Investment AdviceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1 Village Pl, Kirrawee NSW 2232
ExperienceSince 2024 (2 years)Registration #001305916Postcode2232
CommerceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 1 Village Pl, Kirrawee NSW 2232
ExperienceSince 2025 (1 years)Registration #001310586Postcode2232
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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📍 Aurora Place, Level 10/88 Phillip St, Sydney NSW 2000
Registration #001319050Postcode2232
ACCY228-Taxation for Financial PlannersBachelor of Commerce (Financial Planning/Accountancy)LAW101-Introduction to LawFPC002B-Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Kirrawee, New South Wales appear on ASIC's Financial Advisers Register at moneysmart.gov.au. Each entry shows the registration number, current authorisations, qualifications and any disciplinary history. Confirm the registration is 'Current' before engaging — checking is free and the register is updated by ASIC.
What's the difference between a financial adviser and a financial planner?
In Australia both terms refer to the same regulated role under ASIC. A 'financial planner' typically holds a Certified Financial Planner® designation through the Financial Planning Association. Both must be listed on the ASIC Financial Advisers Register and meet the same Best Interests Duty under the Corporations Act.
Are initial consultations with financial advisers free?
Most financial advisers in Kirrawee, New South Wales offer a free initial consultation — typically 30–60 minutes — to discuss your goals and whether they can help. You do not pay anything until you receive and sign a Statement of Advice. Ongoing fees vary by adviser and the complexity of the advice.
What should I bring to a first meeting with a financial adviser?
Bring recent payslips, super statements, mortgage and loan balances, insurance policies, your will and superannuation beneficiary nominations, and a written list of goals. The adviser uses this to complete a fact-find. They cannot give personal advice without understanding your circumstances — incomplete information leads to generic, less useful recommendations.
Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
Always verify registration status directly with the relevant authority before engaging services.
Data is updated periodically and may not reflect the most current information.